Wealth Advisor

Blue Signal Search; Chandler (AZ); On-site; USD 120,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits

Administrative and client service res

Professional training and mentorship

Job summary

Blue Signal Search is assisting a growing financial services client in finding a Wealth Advisor who thrives on building trust and guiding clients toward retirement readiness. This on-site role leverages a steady stream of appointments and strong support to focus on meaningful conversations and client outcomes.

The ideal candidate has 3–5 years of experience with financial products, retirement planning, and advisory solutions, plus Series 65 or equivalent.

Qualifications

• 3–5 years of experience supporting clients with financial products and advisory solutions.
• Proven success in developing client relationships and converting opportunities into new business.
• Knowledge of investment products, retirement income planning, annuities, or insurance-based solutions.
• Series 65 or equivalent securities registration, or ability to obtain credentials.
• Life and Health insurance licensing, or willingness to secure licenses.
• Strong interpersonal, presentation, and consultative selling abilities.
• Self-motivated, ethical, growth-oriented, and collaborative.

Responsibilities

• Guide prospects through retirement readiness discussions and long-term wealth planning.
• Evaluate circumstances and recommend investment, income planning, and protection strategies.
• Develop new client relationships by communicating the value of financial solutions.
• Schedule consultations and maintain follow-up to strengthen engagement.
• Collaborate with internal specialists to support transitions and growth objectives.

Skills

Relationship management

Client engagement

Financial products

Retirement planning

Communication

Job description

Location: Phoenix, AZ, Peoria, AZ, or Chandler, AZ (On-Site)

Our client, a growing financial services organization, is seeking a relationship-driven Wealth Advisor to help individuals and families build financial confidence and prepare for a successful retirement. This is an exciting opportunity for an ambitious financial professional who wants to focus on what they do best, connecting with clients, delivering thoughtful financial guidance, and growing a rewarding advisory career. With a steady flow of qualified appointments, dedicated operational support, and attractive earning potential, this position offers the resources to accelerate your success without the demands of traditional cold calling.

This Role Offers:

• Competitive base salary, complemented by uncapped performance-based compensation and recurring income potential.
• Comprehensive benefits, including medical, dental, vision, 401(k) matching, and employer-paid life and disability coverage.
• Dedicated administrative and client service resources, allowing advisors to prioritize meaningful conversations and business development.
• Professional training, ongoing mentorship, and a structured approach to building advisory expertise.

Focus:

• Guide prospective clients through personalized discussions about retirement readiness, financial priorities, and long-term wealth objectives.
• Evaluate individual circumstances and recommend appropriate investment, income planning, and financial protection strategies.
• Develop new client relationships by communicating the value of financial solutions and confidently guiding prospective clients toward informed decisions.
• Manage scheduled consultations and maintain consistent follow-up to strengthen engagement and increase new business opportunities.
• Foster strong client partnerships by providing personalized support, sharing relevant financial insights, and maintaining consistent engagement.
• Participate in financial education initiatives and client engagement activities to strengthen relationships with prospective clients.
• Collaborate with internal specialists to support account transitions, maintain a positive client experience, and achieve business growth objectives.

Skill Set:

• At least 3-5 years of experience supporting clients with financial products, asset management strategies, future planning needs, or specialized advisory solutions.
• Proven success developing client relationships, identifying financial needs, and converting prospective opportunities into new business.
• Working knowledge of investment products, retirement income planning, annuities, or insurance-based financial solutions.
• Series 65 or an equivalent qualifying securities registration, or the ability and willingness to obtain the necessary credentials.
• Life and Health insurance licensing, or willingness to secure the required licenses.
• Strong interpersonal, presentation, and consultative selling abilities, with confidence engaging clients across a range of financial circumstances.
• Self-motivated, ethical, and growth-oriented professional who welcomes coaching, values teamwork, and thrives in a results-focused environment.